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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christie? Claim Your ProfileChristie Zhang is a financial advisor who is registered as an Investment Advisor Representative in Washington. Christie holds a Series 65 license and has been working in the financial industry for several years. Christie has experience at Invesco and Formations. Currently, Christie works at Invesco Managed Accounts, LLC where she works with individual and business clients and provides portfolio management services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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WA
01/25/2024 - Present
Invesco Managed Accounts, LLC (SEATTLE WA)
IA
Issued 01/08/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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